CLOA — BLACKROCK ETF TRUST II

Ownership history in Able Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in BLACKROCK ETF TRUST II (CLOA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2025 Q3)
Avg. % of fund
0.08%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 4,330 — — 0.08% $225K $50.68
% of Fund (quarterly)    CLOA price (monthly, adj. close)

Other funds also holding CLOA

As of 2025 Q4 — sorted by position size

Cannon Capital Management, Inc. 6.14% Cascade Wealth Advisors, Inc 5.43% Ferguson Shapiro LLC 3Y 3.76% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 3.17% ODonnell Financial Services, LLC 3Y 2.47% DRIVE WEALTH MANAGEMENT, LLC 3Y 2.21% Adams Wealth Management 3Y 2.13% CacheTech Inc. 2.1% Advocacy Wealth Management, LLC 3Y 7Y 1.61% Goldstone Financial Group, LLC 1.52%
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